Money Talk: The Annex Wealth Management Show

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The Wednesday Season 2 Official Woecast

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Here We Woe Again: Jenna Ortega, Creators Al Gough & Miles Millar 31:46

11 hari yang lalu31:46

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BE WARNED! This podcast will contain spoilers for Wednesday Season 2, episodes 1-4. Join host Caitlin Reilly each week as she takes you deep into the twisted world of Wednesday with an amazing group of guests! And producer Thing will be helping out to make sure everything goes to plan - well, mostly, anyway... In this episode: Jenna Ortega peels back the layers on the new tension between Wednesday and Enid. And that terrifying vision! Plus… Series showrunners Al Gough and Miles Millar reveal why they made Morticia Addams such a central character in this season, and what it means for Wednesday. Whether you’re a normie or an outcast, the Wednesday Season 2 Official Woecast will be the place for all things Nevermore! For more juicy details about Wednesday Season 2, head over to Tudum.com to get all of the latest updates. 1:15 Preparing for Season 2 3:25 Evolving Wednesday’s look for Season 2 4:12 Addams clan expands for Season 2 6:12 Joanna Lumley joining the cast 7:38 Wednesday and Enid's Friendship 9:00 Wednesday’s Vision 10:50 Jenna is a Producer 13:45 Al and Miles introduction 14:03 Wednesday takes down a Serial Killer 15:05 Intergenerational Relationships & the Addams Women 17:48 Catherine Zeta-Jones as Morticia in Season 2 20:48 Wednesday and Enid’s relationship 24:04 Steve Buscemi joining the cast 26:19 Wednesday’s popular! 27:45 Boy with the Clockwork Heart stop motion sequence…

Money Talk: The Annex Wealth Management Show - Milwaukee

Beranda serial•Feed

News, planning insight, and forward thought on the economy, markets, and wealth management.

161 episode

#Trading #Business News #Business #News #Danny Clayton #Annex Wealth Management #Wealth Management #Financial Markets #Investing #Financial Planning

Money Talk: The Annex Wealth Management Show - Milwaukee

updated 2 hari yang lalu

Beranda serial•Feed

News, planning insight, and forward thought on the economy, markets, and wealth management.

161 episode

#Trading #Business News #Business #News #Danny Clayton #Annex Wealth Management #Wealth Management #Financial Markets #Investing #Financial Planning

All episodes

1
Sunday, August 17th. Inflation's Down. Will The Fed Cut? 33:27

2 hari yang lalu33:27

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Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the 4% rule still apply? Business sales transitions are an opportunity to reset your plan.

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Stagflation is in the air. 33:46

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Stagflation combines low economic growth with high inflation. Peak uncertainty around trade and tariffs may have coincided with an economic low point, suggesting the worst could be behind us rather than ahead. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. We’ll also explore concerns about tapping a 401(k) for emergencies and strategies for planning major expenses, like a lavish wedding.…

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Saturday, August 2nd. US hiring slows. 33:45

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July’s report arrives as policymakers navigate conflicting economic narratives. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. Our ongoing coverage of the One Big Beautiful Bill includes tax analysis and three key considerations for parents planning for their children.

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Saturday, July 26: The Impacts of the Big Beautiful Bill 33:17

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The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar. What does it mean to be asset rich and cash poor? Impacts of the Big Beautiful act on charitable giving.

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Saturday, July 18th. Growth: More than a bounce? 33:53

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Recent data indicate the U.S. economy is gaining stronger footing than anticipated. Industrial production increased by 0.3% in June, surpassing expectations, and retail sales rebounded with a 0.6% rise. Join Brian Jacobsen for our Week-in-Review. Also on the show, we introduce the newest member of the Annex Private Client team and share tips to address imbalanced diversification in your 401(k), a common issue that can impact your financial health.…

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Saturday, July 12th. OBBB impact. What's in it for you? 33:38

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One Big Beautiful Bill 2025 provisions like business incentives, no taxes on tips or overtime, bigger deductions, and child tax credits could have immediate impact. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover myths about taxes as well as a discuss proper planning for Passion Assets like cars, art, and wine.…

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Saturday, July 5th. What about those jobs? 33:56

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In June, hiring surpassed expectations with 147,000 new jobs added. What does this mean for the Federal Reserve's next decision? Brian Jacobsen breaks it down in our Week-in-Review. Plus, learn how to plan for receiving an inheritance. Also, one of our Estate Planning attorneys shares key insights on transferring a family vacation property to the next generation.…

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Saturday, June 28th. Bunker Busters = Favorable Markets? 33:22

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Will U.S. strikes on Iran's uranium enrichment sites bring Iran back to the negotiating table? Markets have reacted positively. Join Dave Spano and Brian Jacobsen for our Week-in-Review. We’ll also conclude our Investment Jargon series and explore the connection between better health and avoiding tax surprises.…

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Saturday, June 21st. Waiting and watching. 33:51

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Will the U.S. get involved in the Israel-Iran conflict? Russia's Dmitriev suggests that Russia, the U.S., and Saudi Arabia may collaborate to stabilize oil markets amid rising prices. In this week's show, Dave Spano and Brian Jacobsen present the Week-in-Review. Additionally, we begin a two-part series on decoding financial jargon. Also, what are the myths surrounding trusts? They’re not all-powerful, and Estate Planning Attorney Alec Durand takes a closer look.…

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Saturday, June 14th. Israel and Iran cast a shadow 33:40

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The ongoing tensions between Israel and Iran are weighing on investors' minds. Consistent with historical patterns, bond yields have declined, oil prices have surged, and stock markets have experienced declines. In the Week-in-Review, Dave Spano and Brian Jacobsen provide their insights. Additionally, the program explores the concerning rise of "gray divorce" among older adults, as well as the potential inclusion of cryptocurrency in 401(k) plans and whether this is a prudent investment choice.…

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Saturday, June 7th. Slowing, not stopping. 33:54

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The Beige Book highlights economic slowdown and a cooling services sector, though the employment situation report remains relatively stable. In the defensives versus cyclicals debate, recent updates from Campbell's, Dollar General, Dollar Tree, Kimberly-Clark, and Procter & Gamble provide valuable insights. Brian Jacobsen shares our Week-in-Review. Additionally, we explore common mistakes made in each decade of life and strategies to avoid them. We also dive into the Fiduciary Journey of an Annex Client, offering a clear explanation of the process.…

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Saturday, May 31st. Red light, green light. 33:45

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On today's Week-in-Review, hosts Dave Spano and Brian Jacobsen explore the recent market reactions to court rulings on tariffs, likening them to a "Red Light, Green Light" game. Markets surged Wednesday when tariffs were paused and continued to rally Thursday when they were upheld. The episode also delves into equity compensation and provides an overview of Annex Wealth Management’s insurance assessment process.…

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Saturday, May 24th. Growth: Race against the clock. 33:38

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On April 9th, the pause on high reciprocal tariffs, followed by a reduction in tariffs on Chinese goods from 145% to 30%, sparked a surge in shipping activity. This creates a prime opportunity for businesses and households to acquire goods at lower costs. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss key insights. Also on the show, we explore why some individuals opt for Social Security benefits earlier than optimal. We also examine "Seasonality" as part of our Spring-Cleaning theme.…

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Saturday, May 17th. About that one, big, beautiful bill. 33:54

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This week, a 90-day U.S.-China trade deal truce boosted stock markets and eased recession fears, but small businesses remained pessimistic as shown by the NFIB index, while retail sales and industrial production data were mixed. Despite stable CPI and declining PPI, Walmart’s warning about potential price increases due to tariffs highlighted ongoing concerns about import prices and consumer costs. Dave Spano and Brian Jacobsen present our Week-in-Review. Spring Cleaning continues, this week with a dive into your 401k.…

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Saturday, May 10th. A key meeting in Switzerland. 33:54

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The UK and US strengthen ties, but China's exports to the US have sharply declined. Could this weekend's Switzerland talks pave the way for a resolution? Meanwhile, the Federal Reserve holds interest rates steady, despite the President's frustration. Brian Jacobsen shares our Week-in-Review, and we continue Spring Cleaning with part two of our investment review.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, May 3rd. What's a McRecession? 33:26

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GDP declined due to surging imports. Consumer Confidence hit COVID-era lows. ISM Manufacturing and new export orders dropped sharply. Dave Spano and Brian Jacobsen discuss these trends in the Week-in-Review. Our Spring-Cleaning theme focuses on pruning your investment portfolio, while Ask Annex addresses a bond-related question.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, April 26th. Survival of the fittest. 33:49

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Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client mirrors the military phrase 'High Speed/Low Drag'. We'll also have results from the recent transition-to-retirement poll.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, April 19th. A sprint before the stumble 33:47

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Is Q2 GDP growth masking a Q3 slowdown? Dave Spano and Brian Jacobsen break it down in our Week-in-Review, exploring how early boosts could fade without trade policy changes. Curious about true financial planning? Mike Kirk reveals what it is—and what it isn’t. Plus, Ask Annex returns with practical tips on planning for a longer retirement.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, April 12th. So much for last Wednesday. 31:55

18 weeks yang lalu31:55

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Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset rich, yet cash poor leads to challenges. Learn more how Annex Private Client is equipped to assist.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, April 5th. Policy: Bite the Bullet. 33:40

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Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt like an operation performed without anesthesia. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about our series of Financial Literacy Month webinars and Ask Annex returns with a question about a Roth conversion 'ladder.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, March 29th. Policy: This may hurt a bit. 34:03

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With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, March 22nd. The faint aroma of stagflation. 33:44

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The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance Plans and why are they so powerful for the right company situation? Tom Parks from our Retirement Plan Services team outlines why auto enrollment in 401ks are leading to the slippery slope of employees using them for emergency funds.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, March 15th. Growth: From Bump to Slump? 33:34

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Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on volatility this week: historically, psychologically, and via the lens of our recent Navigating the Market presentations.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, March 8th. March. In like a lion. 33:52

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Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover investing diversification and Ask Annex has a question about short selling.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, March 1st. Consumer confidence drops. 33:30

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Consumer confidence in February fell 7 points, the biggest drop since August 2021. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle them with a well-constructed estate plan.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, February 22nd. Hitting the pause button. 34:12

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Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Review. If you've got a family cabin/cottage/camp/hideaway, what is the best way to pass it to the next generation? High five for 401ks; participation has now crossed 50% of employees. Tom Parks of our Retirement Plan Services department has the details.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, February 15th. Lots of tariff talk, but little action 33:46

26 weeks yang lalu33:46

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25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, February 8th. Not a trade war. Yet. 33:53

27 weeks yang lalu33:53

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Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids with money ' event on the 20th.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, February 1st. DeepSeek week. More questions than answers. 33:56

28 weeks yang lalu33:56

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The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses. Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and recap an Axiom poll using 20/20 hindsight.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, January 25th. Policy: Getting down to business. 33:46

29 weeks yang lalu33:46

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High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing? Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, January 18th. Here come the earnings. 34:00

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S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and why do even small companies need to consider it? Ask Annex looks at chasing returns and the viability of cryptocurrency.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, January 11th. How 'bout that job number? 33:34

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The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, January 4th. Out with the old, in with the new. 33:39

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A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023. Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, December 28th. Year-in-Review 27:29

33 weeks yang lalu27:29

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Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, December 21st. The Grinch Returns. 33:51

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When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week, what's a Finfluencer and should you listen to them?

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, December 14th. Bracing for a trade war. 33:54

35 weeks yang lalu33:54

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Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, December 7th. An economic wrestling match? 33:47

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E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. What's Warren Buffett's philosophy on sharing details of estate plans? Amy Kiiskila, wealth strategist with Annex Private client, breaks it down.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, November 30th. Know what you own. 33:48

37 weeks yang lalu33:48

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A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn the 6 benefits of trusts and the steps to selling a business. Dave Spano and Brian discuss a tragic and expensive mistake someone made by skipping due diligence.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, November 23rd. Trading one uncertainty for another 33:55

38 weeks yang lalu33:55

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Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, November 16th. Policy coming into focus. 33:34

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President-elect Trump is building out his cabinet while making day-one priorities clearer. Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, November 9th. The post-election show. 33:31

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What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, November 2nd. Bad, but distorted. 33:49

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An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities.

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, October 26th. The Beige Flag. 33:54

42 weeks yang lalu33:54

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The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, October 19th. Defying gravity. 33:42

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Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex.…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, October 12th. How to herd cats. Let's talk about those Fed Minutes 33:49

44 weeks yang lalu33:49

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FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Women & Wealth presentation: Avoiding Fraud & Financial Exploitation.

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